Michael
Kerr
Ategenos Capital, LLC
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About this Advisor
Michael Kerr is a financial advisor based in Berwyn, Pennsylvania, working with Ategenos Capital, LLC. Michael has previously held positions at Td Bank, N.A, Td Private Client Wealth LLC, Wells Fargo, N.A, Brinker Capital, Orion Portfolio Solutions, and Ategenos Capital, LLC. Michael has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Michael is part of Ategenos Capital, LLC, which operates out of Berwyn, Pennsylvania. The firm has 12 employees and manages assets totaling $130.6 million. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and publication of newsletters. The fee structure at Ategenos Capital, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ategenos Capital, LLC Brokerage Details
$130,643,681
12
2
$65,321,840
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
Michael Kerr Work History
Ategenos Capital, LLC
Orion Portfolio Solutions
Brinker Capital
Td Bank, N.A
Td Private Client Wealth LLC
Td Private Client Wealth LLC
Td Bank, N.A
Wells Fargo, N.A
Disclosures
Please visit the SEC profile of Michael Kerr to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ategenos Capital, LLC
Berwyn, PA
Berwyn, PA
Berwyn, PA
Berwyn, PA
Berwyn, PA
Berwyn, PA
Berwyn, PA
Berwyn, PA
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